VitalStone Financial’s Peloton Interactive PTON Stock Holding History

VitalStone Financial’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8	Closed	–	–	586
2023 Q2	$0	Buy	+8	New	+$68	﹤0.01%	1020

Other funds holding PTON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

VitalStone Financial's PTON Position: Q3 2023 in Review

VitalStone Financial sold out of Peloton Interactive (PTON) in Q3 2023, closing a stake of 8 shares.

VitalStone Financial first reported a position in PTON in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 392 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

VitalStone Financial reported no remaining Peloton Interactive position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 8 Peloton Interactive shares in Q3 2023.
VitalStone Financial first reported a position in Peloton Interactive in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Peloton Interactive position peaked at $0 in Q2 2023.
392 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.